Savvy is a next-generation wealth management firm that supercharges wealth managers with enhanced software, sales and marketing automation, and back-office servicing via a purpose-built, easy-to-use digital platform. Its platform helps wealth managers grow client bases and assets under management, increase efficiency, and scale revenue by up to four-times. The company plans to use new capital to acquire wealth management firms, hire wealth managers, grow the product development team, and invest in research and development while expanding its digital platform to improve client service and manager efficacy. Over the next year Savvy intends to introduce additional products including brokerage, banking, asset management, and other financial products to become an all-in-one technology-powered financial services firm. As of the announcement, Savvy’s client waitlist represents approximately $1B of assets. The company was founded by Ritik Malhotra and Muller Zhang, who bring over a decade of experience starting, growing, and selling technology companies.

Total raised

$7M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2022